Agents run SOQL to answer pipeline questions, read-only.
Sales and CRM
Salesforce MCP server
Give AI agents governed access to the Salesforce MCP server through one audited gateway. Scoped permissions, full observability, and tamper-evident logs on every tool call.
What is the Salesforce MCP server?
The Salesforce MCP server is an open Model Context Protocol (MCP) server that connects AI agents to Salesforce accounts, opportunities, leads, and custom objects. Through it an agent can run SOQL queries, create and update records, and run reports without bespoke integration code, while the Averta MCP Gateway keeps every action scoped and audited.
salesforce-soql-query
Run SOQL queries across objects.
salesforce-search-records
Search records across standard and custom objects.
salesforce-create-record
Create a record on any object.
salesforce-update-record
Update field values on a record.
salesforce-list-opportunities
List opportunities by stage and amount.
salesforce-create-lead
Create a lead with source and status.
salesforce-get-account
Read an account and its related records.
salesforce-run-report
Run a report and read its results.
salesforce-create-task
Create a task or activity on a record.
salesforce-describe-object
Read the schema and fields of an object.
Why the Averta MCP Gateway
Centralized governance
Unified authentication, audit logging, and rate control for every Salesforce MCP connection.
Observability and control
Real-time visibility into usage, anomalies, and SLA compliance across every request.
One-click deployment
Enable the Salesforce MCP server for your AI teams through one governed gateway, with no manual setup.
Enterprise hardening
High availability, security, and compliance alignment turn MCP from a developer utility into production-grade infrastructure.
OAuth and SSO enforcement
Enterprise authentication and SSO applied automatically to every Salesforce endpoint.
Shared and per-user auth
Configure service accounts or per-user access, with secrets protected and centralized revocation.
One managed endpoint
Connect agents to Salesforce through a single governed endpoint instead of locally run servers, improving your security posture.
Granular tool access control
Allow only the tools each role needs. Enable read-only access and block write tools like create and delete.
Works with every major AI platform
ChatGPT
Gemini
Mistral
Claude Code
Cursor
Windsurf
Cognition
OpenCode
Continue
Manus
Hermes
Lindy
OpenClaw
Your ownBuilt for enterprise teams.
Cloud, private VPC, embedded SDK, or gateway integration. Run Averta where your data, policies, and auditors need it.
Cloud (SaaS)
Fully managed by Averta. Fastest path to production, no infrastructure to run.
Private / VPC
Deploy in your own environment, so data never leaves your boundary.
Embedded SDK & Proxy
Drop Averta into your stack at the SDK or proxy layer, wherever your agents run.
Gateway Integration
Route agent traffic through the gateway, so policy and audit apply at the edge.
Salesforce MCP use cases
Where teams put the Salesforce MCP server to work, governed end to end through the Averta MCP Gateway.
Salesforce MCP · Pipeline queriesShow open opportunities over $50k closing this quarter.
YouListed 9 open opportunities.
- Running a SOQL query
- Filtering by amount and date
All actions logged and governed
Powering safe AI execution at leading teams.
Cyfrin secures its production AI agents with Averta.
Book a demo“Averta gave our agents enforceable boundaries for the dev environment, so instructions like ‘don’t read .env files’ became policy instead of polite suggestions.”
Mikhail Karan
Head of Engineering
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Salesforce MCP server, answered
Security and setup questions teams ask before connecting the Salesforce MCP server to AI agents.
Yes. The Averta MCP Gateway sits between your AI agents and any MCP server, giving each agent scoped, per-agent permissions, applying allow, escalate, or block policies on every tool call, and recording a tamper-evident audit of every action. The “Why the Averta MCP Gateway” section on this page covers what it enforces.
It is as safe as the controls around it. The server can read and write CRM records through one connection, so scoping and auditing are essential. The Averta MCP Gateway limits what each agent can reach and records every action.
Apply tool-level policy through the Averta MCP Gateway so queries and reads run automatically while create, update, and delete operations escalate for approval. Every call is logged.
Route agents through Averta's MCP Gateway for scoped per-agent permissions, tool-level policy, and tamper-evident audit across every Salesforce action.
Yes. Salesforce publishes official MCP support, including the Salesforce DX MCP server and MCP through Agentforce. Whichever you run, routing it through the Averta MCP Gateway gives each agent scoped object access with a tamper-evident audit trail.
Any MCP-compatible client, including Claude and Claude Code, can connect to the Salesforce MCP server. Pointing those clients at the Averta MCP Gateway instead of the raw server adds scoped permissions, approval policies, and a tamper-evident log without changing the client setup.
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Book a demo and see how Averta OS secures your AI agents from input to execution.
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